Senior Financial Planning Specialist
5 days ago
We are working with a leading financial planning firm in Barnet, Hertfordshire, to find a skilled Senior Paraplanner to join their team.
This is an excellent opportunity for an experienced paraplanner to work with a company that challenges conventional practice methods and offers transparency to clients, support, and professional development.
Key Responsibilities:- Conduct in-depth research and analysis on financial products and strategies, including pensions, ISA, investment bonds, EIS, VCT, business relief, protection, and trust planning.
- Prepare detailed reports, including cash flow forecasts and recommendations, to support financial planners and clients.
- Assist in the development of financial plans tailored to individual client needs, ensuring all documentation is accurate and compliant.
- Support advisers in client meetings and manage follow-up actions.
- Employer's pension contribution
- Competitive salary up to £50,000 (dependent on skill set and experience)
- Generous holiday entitlement
- Death in Service benefit
- Opportunity to work in a Chartered financial planning firm
- 4 years of experience as a paraplanner
- Level 4 Diploma Qualified
- Exposure to different software, systems, and technologies
- Excellent verbal and written communication skills
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Senior Financial Planning Specialist
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Barnet, Greater London, United Kingdom Recruit UK Full timeSenior Paraplanner OpportunityWe are seeking an experienced Senior Paraplanner to join our team at a leading financial planning firm in Barnet, Hertfordshire. As a Senior Paraplanner, you will play a key role in supporting our financial planners in delivering high-quality financial planning services to our clients.Key Responsibilities:Conduct in-depth...
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Senior Financial Planning Specialist
58 minutes ago
Barnet, Greater London, United Kingdom Recruit UK Full timeSenior Paraplanner OpportunityWe are seeking an experienced Senior Paraplanner to join our team at a leading financial planning firm in Barnet, Hertfordshire. As a Senior Paraplanner, you will play a key role in supporting our financial planners in delivering high-quality financial planning services to our clients.Key Responsibilities:Conduct in-depth...
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Senior Financial Planning Specialist
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Barnet, Greater London, United Kingdom Recruit UK Full timeSenior Paraplanner OpportunityWe are working with a leading financial planning firm in Barnet who are seeking a senior paraplanner to join their team. This is an excellent opportunity for an experienced paraplanner to join a company that challenges conventional practice methods and offers transparency to clients.Key Responsibilities:Conduct in-depth research...
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Senior Financial Services Specialist
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Financial Planning Specialist
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Financial Planning Specialist
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Barnet, Greater London, United Kingdom Twentyfour Recruitment Ltd Full timeA well-established Construction company with an annual turnover of approximately £10m is seeking a Financial Controller to join their team. You will report directly to the Managing Director and have full ownership of the financial operations for the main business as well as its subsidiaries. This role will involve reporting and managing financial planning,...
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Financial Planning Specialist
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Financial Planning Specialist
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Financial Planning Specialist
2 weeks ago
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Financial Planning Specialist
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Barnet, Greater London, United Kingdom NMS Recruit Limited Full timeParaplanner Job OpportunityWe are partnering with a highly respected Financial Services firm based in Barnet to secure a Paraplanner. This is a full-time opportunity for a strategic financial leader.About the RoleThis is a career-defining opportunity for a motivated and results-oriented finance professional. The support and growth opportunities here are...
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Financial Planning Specialist
5 days ago
Barnet, Greater London, United Kingdom NMS Recruit Limited Full timeParaplanner Job OpportunityWe are partnering with a highly respected Financial Services firm based in Barnet to secure a Paraplanner. This is a full-time opportunity for a strategic financial leader.About the RoleThis is a career-defining opportunity for a motivated and results-oriented finance professional. The support and growth opportunities here are...